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Update or Edit Your Analysis Defaults

Keep the default analysis assumptions such as Inflation Rate, Interest / Investment Return Rate, Study Length and more up-to-date

This includes your Inflation Rate, Investment Return / Interest Rate, Projection Period or Study Length (Years), Fully Funded Balance (FFB) Calculation Method, Percent Funded Calculation Method, Unit of Time for Import/Export of Data, and Show Cents (.00) for Currency and can be referenced within any report using the report data tags of Inflation Rate = {{ inflation_rate }}, Investment Return / Interest Rate = {{ fp_[#]_interest_rate }}, Projection Period or Study Length (Years) = {{ analysis_length }}, and Fully Funded Balance (FFB) Calculation Method = {{ ffb_method }}, and Percent Funded Calculation Method = {{ ffb_timing }}

Step 1: Click Settings in the bottom left corner.

Step 2: Click Company Settings in the Settings menu

Step 3: Click Analysis Defaults in the Company Settings nav

Step 4: Update or Edit the Values for Any of the Analysis Defaults

Step 5: Click Save Changes button

Note: These are just the initial settings for each new Analysis. Once the new Analysis is created, you're able to change these settings for each Analysis giving you complete control.

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